Gregg Randall Fortune

Current Employers

Employment History

• 11/2002 → 06/2024
  Securities America, Inc
  West Bloomfield, MI
• 12/1998 → Present
  The Professional Advisor Group, Llc
  West Bloomfield, MI
• 12/2011 → 06/2024
  Securities America Advisors, Inc.
  West Bloomfield, MI
• 02/2018 → 11/2019
  Cedar Brook Financial Partners, Llc
  West Bloomfield, MI
• 09/2019 → 11/2024
  Arbor Point Advisors
  West Bloomfield, MI
• 06/2024 → Present
  Osaic Wealth, Inc.
  Palm Beach Gardens, FL
• 06/2024 → Present
  Osaic Wealth, Inc.
  Palm Beach Gardens, FL
• 11/2024 → Present
  Osaic Advisory Services, Llc
  Atlanta, GA

Previous Registrations

• 2019-10-03 → 2024-11-08
  Arbor Point Advisors
  Palm Beach Gardens, FL
  West Bloomfield, MI
• 2011-12-08 → 2024-06-14
  Securities America Advisors, Inc.
  Naples, FL
  West Bllomfield, MI
• 2018-03-05 → 2019-11-13
  Cedar Brook Group
  West Bloomfield, MI
  Palm Beach Gardens, FL
• 2007-09-07 → 2012-05-24
  The Professional Advisor Group, Llc
  Naples, FL
  Bonita Springs, FL
  West Bloomfield, MI
• 1999-01-22 → 2002-11-12
  Fsc Securities Corporation
  Farmington Hills, MI

Other Businesses

1. SECURITIES AMERICA, INC. INVESTMENT-RELATED - WEST BLOOMFIELD, MI - BROKER-DEALER - REGISTERED REPRESENTATIVE - 11/2002 - APPROX 20 HRS/MONTH (APPROX 20 HRS/MONTH DURING TRADING HRS) - GENERAL SECURITIES REPRESENTATIVE. 2. Gregg Fortune refer clients to Premier Trust - Start date: 01/01/2013 - Located at: 6960 orchard lake rd, West Bloomfield, MI 48322 3. ARBOR POINT ADVISORS POSITION: IAR NATURE: Advisory business through an RIA INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 10/01/2019 ADDRESS: 6960 orchard lake road, Suite 120, W Bloomfield MI 48322 DESCRIPTION: Advisory and fee related business for clients. 4. 3G FINANCIAL POSITION: agent NATURE: insurance sales INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 15 START DATE: 10/01/2019 ADDRESS: 6960 Orchard Lake Rd, Suite 120, W Bloomfield MI 48322 DESCRIPTION: insurance sales-fixed 5. 3G FINANCIAL POSITION: owner/member NATURE: SECURITIES AMERICA ADVISORS, INC. - INVESTMENT ADVISOR - INVESTMENT ADVISOR REPRESENTATIVE INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 12/01/2011 ADDRESS: 6960 Orchard Lake Rd, W Bloomfield MI 48322 DESCRIPTION: advisory business 6. GREGG R FORTUNE POSITION: teacher NATURE: GREGG R FORTUNE/TEACH CFP COURSES--ADJUNCT FACULTY - 5% TIME SPENT INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 11/10/2016 ADDRESS: 12790 Cypress Cape Circle, 203, Fort Myers FL 33966 DESCRIPTION: Teach the CFP program at local colleges when available. 7. OSAIC ADVISORY SERVICES POSITION: IAR NATURE: Advisory business through an RIA INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 10/01/2019 ADDRESS: 6960 orchard lake road, Suite 120, W Bloomfield MI 48322, United States DESCRIPTION: Advisory and fee related business for clients. 8. ADVANCED PLANNING EDUCATION GROUP POSITION: Managing Director NATURE: S-Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 8 START DATE: 01/02/2026 ADDRESS: 6960 orchard lake rd, WEST BLOOMFIELD MI 48322, United States DESCRIPTION: I help teach classes and enrich education in the financial planning business industry. We connect with B/Ds and agencies to help educate their advisors 10. GCG WEALTH MANAGEMENT POSITION: Financial Planner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 80 START DATE: 01/01/2026 ADDRESS: 1415 Vantage Park Dr #25, Charlotte NC 28207, United States DESCRIPTION: Financial planning, Securities, Insurance

Exams

• S63 Uniform Securities Agent State Law Examination
  1996-02-06

Designations